Liaison Financial

More Than NHS VAT… Our Financial Recovery experts saved £234m for the NHS in 2024 by identifying and achieving savings in non-pay expenditure, for reinvestment into healthcare.

Our Services

Our VATplus Re-review figures are in…

In 2025, our VATplus Re-review service recovered over £18 million in savings for the NHS. That’s an average of £376,000 saved per review across 49 organisations.

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Unlock 25% more from your Cost Improvement Programme with Liaison Assist.

Liaison Assist helps CIP teams in NHS trusts to save time and improve decision-making. Teams can plan, manage and report scheme data across their organisation, in real-time, on one platform.

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NEW Report – Relearning the ABCs 

Overcoming the challenges faced by the NHS; Active Solutions, Balancing the Books, Caring for Communities

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Make your CIP more efficient

Replace spreadsheets and make it easier for your CIP team to take action on financial and productivity data.

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Our Private Patients Optimisation service can increase
your Private Patient income by up to 20%.

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Our Telecom Reviews can achieve an average savings of 20% of your current telecoms spend.

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Find out more about our specialist support for NHS PFI (public finance initiative) schemes.

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About Us  |  Our Services  |  Training and Webinars  |  Our NHS Clients  

About Us and Our Experts

Our Financial Recovery experts saved £234m for the NHS in 2024 by identifying and achieving savings in non-pay expenditure, for reinvestment into healthcare.

In areas of complex and continually changing legislation, high volume transactions, and detailed regulation; our expertise, recommendations and in-depth investigation helps to provide greater savings for our clients.

Our Sustainable Financial Recovery Programme estimates savings of £674m across the NHS over the next three years.

We are dedicated to protecting the health economy and committed to becoming a valuable part of your team. Our experts help you to reduce operational pressures and release internal resources while providing insight and expertise via financial compliance, analysis, and reconciliation reviews.

Our Services

Our Services

VAT Services
Liaison Financial’s established and effective VAT services are designed to ensure maximum VAT recovery and compliance.
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Digitising NHS Cost Improvement Programmes
Unlock 25% more from your Cost Improvement Programme with Liaison Assist by streamlining data management, enhancing decision-making, and improving efficiency.
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Accounts Payable Reviews
We deliver both reassurance and savings with over 120 AP reviews each year, recovering more than £65m in overpayments and overcharges to date. This essential service provides savings through identifying duplicate payments, duplicate charges and unallocated funds.
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CHC Invoice Validation Reviews
Supporting your Financial team with our bespoke Invoice Validation reviews, focusing on identifying and recovering overcharges and overpayments from CHC providers.
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Private Patient Optimisation
A complete review of your Private Patient commercial infrastructure to provide strategic and operational support that leads to income generation, compliance, and clinical and corporate governance.
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Telecoms Reviews
An expert review of your telecoms arrangement; we identify areas that can be optimised to ensure a robust infrastructure for both current and future telecom needs and deliver an average saving of 20% of your current spend.
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Non-Pay Analysis and Savings Service
Our experts perform a comprehensive analysis and benchmarking review of your organisation’s entire non-pay spend – not just those typically covered by procurement or individual departments. We identify, validate, and help deliver saving opportunities based on true current costs.
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Who we’ve worked with

Invoice Validation Reviews. Delivered.

Ongoing partnership with Staffordshire and Stoke-on-Trent ICB leads to huge savings.

Liaison Financial

Accounts Payable Savings. Delivered.

Statements and Duplicates reviews reveal additional savings and provide reassurance to Trust

Liaison Financial

VATplus savings for London Trusts. Delivered.

23/24 VATplus Savings across London Trusts

Liaison Financial

Accounts Payable savings for Cheshire and Merseyside ICS. Delivered.

Liaison Financial

VATplus savings for Cheshire and Merseyside ICS. Delivered.

Liaison Financial

Accounts Payable savings for London Trusts. Delivered.

23/24 AP Savings across London Trusts

Liaison Financial

Financial NPASS Estates & Facilities Review Case Study

The Liaison Retrospective Invoice Review of Estates and Facilities is designed to assist Directors of Estates and Facilities in meeting their allocated Trust savings targets. Its purpose is to identify and generate real savings and/or cost avoidance, whilst retaining a critical service function in support of the delivery of frontline clinical care.

Liaison Financial

Accounts Payable Reviews

Liaison Financial has been partnering with Worcestershire Acute NHS Trust for 10 years to deliver Accounts Payable reviews.

Liaison Financial

VAT and Accounts Payable Reviews

Liaison Financial has been partnering with a Trust in Merseyside to deliver VAT and Accounts Payable reviews.

Liaison Financial

Training and Webinars

We offer extensive CPD-accredited webinar training and a world-class online training portal.

Our new modular Training Portal allows instant access so staff can train whenever and wherever it is convenient for them. Technical subjects available in the Portal include VAT From Scratch (levels 1, 2, and 3), Procurement Tips, VAT on Income, and Capital and Professional Services. Our training support is designed to increase internal knowledge, self-sufficiency and confidence, and is free for clients.

We also run a full programme of conferences and webinars, giving you the updates you need to increase your VAT knowledge. You can register for future webinars and gain access to previous webinars on our website.

  • CPD-accredited webinar training and a world-class online training portal
  • Catch up with previous webinars with our on-demand portal
  • Ran by VAT experts
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What Our Partners Say

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“This was our first experience with a VATplus re-review, and we’re very pleased we chose to work with Liaison. The contingent nature of the service meant there was no financial risk to us, and it enabled us to identify and secure further significant savings that might otherwise have been overlooked. The process was straightforward and highly effective, and we believe that wider adoption across NHS Wales could unlock substantial additional savings for frontline services.”

Claire Salisbury

Deputy Director, Procurement Services, NHS Wales Shared Services Partnership

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“Having worked with Liaison for over 20 years, we have always found them consistently approachable, helpful and generally have a very strong working relationship. They are respectful of any local deadlines/pressures that we have and are always happy to accommodate these.”

Anonymous

NHS Western Isles

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“Liaison are always happy to work with us and provide any information we require in order to keep up to date with regulations. Liaison have also provided us with training sessions tailored to our teams needs which have been invaluable.”

Anonymous

NHS Western Isles

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“After more than 10 years working with Liaison, I can confidently say their VAT service is second to none. We see Liaison as an extension of our team. The combination of consistent financial returns and team’s expertise and responsiveness makes them an invaluable partner. They work with us, not just for us.”

Aileen Kinnaird

Ledger Control Officer, NHS Fife

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“Last year, we undertook a VATplus review with Liaison Financial for the first time. The team were extremely knowledgeable, providing us with assurance that all areas have been reviewed and all VAT efficiencies have been maximised. As a result, they identified £325,000 that we were able to recover – all for just 2 hours of my team’s time. These savings went back into the Trust and we look forward to working alongside the Liaison team again.”

Philip Cave, Chief Finance Officer

Hertfordshire Partnership University NHS Foundation Trust

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“We partnered with Liaison to really get under the skin of our use of CHC, because we recognised that we were a significant outlier nationally on the costs of CHC. The team are great; we’d have the usual kick-off meetings and regular catch-ups. The relationships were good, and it was certainly helpful for us to have extra capacity. Having the heavy lifting taken care of by the Liaison team was really important. All we had to do was go through the outputs and agree on the conclusions, then they did the recovery work. It was either going to cost us nothing or save us money, and it saved us money. Where there is a capacity constraint or a learning gap in either those of two scenarios, I would encourage my colleagues to consider Liaison Group.”

Paul Brown

Chief Finance Officer, Staffordshire & Stoke-on-Trent ICB

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“I have worked with Liaison for many years across their range of services, and find their ‘no win, no fee’ approach has helped to deliver savings as well as providing assurance that we have left no stone un-turned. We continue to drive value from our ongoing relationship.”

Adrian Snarr

Executive Director of Finance, Procurement and Estates, South West Yorkshire Partnership NHS Foundation Trust

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“We’ve seen benefits in terms of some of the reviews they’ve done, delivering around £400k over the last 5 years so not small in terms of value! They’re a friendly bunch and they are more than happy to go that extra step to make their services work for what you’re trying to deliver. Very reactive!

We entered into a shared benefit arrangement, and in essence Liaison are underwriting the additional costs on the basis that we do some work with their Financial services, where they look through some of our processes with our team – and that’s found us some savings.””

Antony Hobbs

Associate Director of Finance, University Hospitals Coventry and Warwickshire

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“It’s the professional approach, excellent team, and savings achieved that have been made for our Trust that sees us returning to Liaison Financial each year. I would recommend the Liaison Financial AP service to other NHS Trusts looking for savings, reassurance and reconciliation.”

Tina Dunne

Charitable Funds/Payables Manager, Worcestershire Acute NHS Trust

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“The work conducted by the team has helped us to understand our processes better, provided an opportunity to develop these and provide additional assurance around payments. Liaison’s team have always been very approachable and flexible to our requirements especially with the pressures of the pandemic felt across the CCG. We found Liaison to be a useful partner for the CCG.”

Senior CHC Commissioning Manager – NHS Buckinghamshire CCG

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